The fields

The fields you meet on the sourcing documents, in plain words.

Available Updated 2026-10-08

The fields the workflow uses, in plain words. The documents have a few more fields for rare cases; these are the ones you work with.

Sourcing Request

Field	What it is
Title	The request’s name in lists
Client	The customer who asked
Request Date	When the request came in
Status	Where the deal stands — see The documents and their statuses
Assigned Agent	Who on your team owns the request
Source	Where it came from: Manual (you), Web form (your website), Portal (the client)
Product	The product from your catalogue, if it is one
Product Description	What the client wants, in their words
Reference Photo	A picture of the product
Quantity	How many pieces
Target Price per Unit	What the client hopes to pay
Currency	The currency of the prices
Destination	Where the goods go
Incoterm	The delivery terms, such as FOB or CIF
Target Date	When the client needs the goods
Sample Needed	The client wants a sample first
Compliance Required	Certificates or tests are needed
Awarded Factory Quote	The factory quote that won
Lost Reason	Why a lost deal stopped

Field	What it is
Sourcing Request	The request it belongs to
Factory Quote	The factory quote it prices
Factory	The factory behind that quote
Date	When the sheet was made
Incoterm	The delivery terms the prices are based on
Status	Draft, Sent, Accepted or Lost
Currency / Exchange Rate	The working currency and the rate used
Model	How you earn: Commission, Trading, Rebates or Mix
Service Fee / Markup / Rebate	Each as Percent or Fixed, with its value
Products	The products with quantities and factory prices
Costs	The extra cost lines, such as freight or inspection
Factory Total	What the factory charges
Duty	The customs duty allowed for
Delivered Cost	Factory total plus costs and duty
Client Total	What the client pays
Agent Earnings	What your agency earns on the deal

Field	What it is
Type	Service Fee, Markup, Rebate or Partner Payout
Status	Expected, Invoiced, Received (Paid), Cancelled
Client Order	The order the amount belongs to
Party	Who pays: the client, or the factory for a rebate
Basis / Rate	What the amount is calculated from, and at what rate
Amount / Currency	The money and its currency
Sales Invoice / Purchase Invoice	The invoice that bills it
Payment Entry	The payment that settles it

Field	What it is
Milestone	Sample approved, Production start, Production end, Inspection or Ready
Planned / Actual	The planned date and the real date
Status	Planned, Done or Delayed
Note	A remark for your team
Visible to Client	Show this milestone on the portal

Field	What it is
Commission (Service Fee), Trading (Markup), Factory Rebates	Which earning models your agency uses
Default Model	The model new deals start with
Allow Mix	A deal may combine models
Service Fee Type / Markup Type / Rebate Type	Percent or Fixed, with the default value
Service Fee Item	The item your service-fee invoices bill
Currency	Your working currency
Prices Valid For (Days)	How long a quotation’s prices stand

Field	Where	What it is
Valid Till	Quotation	After this date the client can no longer approve
Client Decision	Quotation	The buyer’s decision, name, date and note
Terms and Conditions	Quotation	The terms the client reads on the portal
Delivery Date	Client order	When the goods arrive at the client
Customer’s Purchase Order	Client order	The client’s own order number
Print Language	Client or factory	Copied to every new document for them
Portal Users	Client	The buyers with a portal login
Party Link	Factory	Links the factory to a client record, so a rebate can be billed to it

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The documents and their statuses

Roles, plans and limits